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Investor Presentation Q2 2026 1 { DIBS Updated August 5 , 2026
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2 Updated August 5, 2026 Forward-Looking Statements and Non-GAAP Financial Information This presentation contains statements about 1stdibs.com, Inc.’s (the “Company”) future financial results, plans, and efforts to expand our market share that are “forward-looking statements” within the meaning of federal securities laws, including the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve substantial risks and uncertainties. Any statements contained in this presentation that are not statements of historical facts, including statements regarding our future results of operations and financial position, business strategy and plans, objectives of management for future operations, long-term operating expenses, and expectations for capital requirements, may be deemed to be forward-looking statements. In some cases, you can identify forward-looking statements by the words “may,” “might,” “will,” “can,” “could,” “would,” “should,” “expect,” “intend,” “plan,” “objective,” “target,” “anticipate,” “believe,” “estimate,” “predict,” “project,” “potential,” “continue,” and “ongoing,” or the negative of these terms, or other comparable terminology intended to identify statements about the future. These statements involve known and unknown risks, uncertainties, and other factors that may cause our actual results, performance, or achievements to be materially different from the information expressed or implied by these forward-looking statements. This presentation should not be relied upon for the purpose of evaluating the performance of the Company or for any other purpose, and neither the Company nor any of its affiliates, directors, officers, partners, employees, agents or advisers nor any other person, shall be liable for any direct, indirect or consequential liability, loss or damages suffered by any person as a result of this presentation or their reliance on any statement, estimate, target, projection or forward-looking statements in or omission from this presentation and any such liability is expressly disclaimed. In all cases, interested parties should conduct their own investigation and analysis of the Company and the information contained herein. This presentation should not be considered as a recommendation by the Company or any affiliate or other person in relation to the Company, nor does it constitute an offer to sell or a solicitation for an offer to buy the securities, assets or business of the Company, nor shall there be any sale of securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction or pursuant to an exemption therefrom. This presentation shall not form the basis of any contract. Any references to any future or proposed transaction are for illustrative purposes only and the terms of any such transaction, should it occur, may be materially different than the terms in this presentation. Forward-looking statements include, but are not limited to, statements about: our estimated market opportunity; our future financial performance and business model, including our expectations regarding our GMV, net revenue, cost of revenue, operating expenses, and our ability to achieve and maintain future profitability; our buyer and seller unit economics; our growth drivers and expectations as to future growth and our ability to manage growth; our key metrics; our cohort data; our strategies, plans, objectives, and goals; market demand for the products offered on our online marketplace and for online purchases of luxury design products generally; our ability to compete, scale our operations, attract and retain sellers and buyers, expand in our existing verticals and into adjacent verticals, increase our GMV and supply, expand our business within the U.S. and abroad, and launch additional business models; and economic and industry trends, projected growth, or trend analysis. This presentation is a high-level summary of our Q2 2026 financial results. For more information, please refer to our press release dated August 5, 2026 and filings with the SEC. Please see the appendix for a reconciliation of the non-GAAP financial measures used in this presentation to their respective most directly comparable financial measures, where available, calculated in accordance with GAAP.
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3 Updated August 5, 2026 Company Overview
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4 Updated August 5, 2026 OURMISSION We enrich lives withextraordinary design
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5 Updated August 5, 2026 2021 Launch of Online Auctions Luxury E-Commerce Marketplace Built On a Legacy Brand 2000 Company founded in Paris 2012 Acquired Online Galleries and expanded international supply 2013 Launched e-Commerce 2015 Launched mobile app 2020 $1bn in cumulative GMV 2016 Shifted to full e-Commerce marketplace model 2011 Series A investment from Benchmark 2019 Over 1m total listings2018 Launched New & Contemporary Jewelry 2014 Launched “Message Center” to facilitate buyer/seller negotiations, and Paid Media Program ESTABLISHING THE BRAND TRANSFORMING FROM LISTING TO E-COMMERCE MODEL SCALING MARKETPLACE SUPPLY & DEMAND ACROSS VERTICALS 2016 Launched New & Custom Furniture 2015 Launched Trade Program for professional designers and architects 2021 IPO on NASDAQ 2021 First $1m art order placed on platform 2022 Launched French & German Localization 2023 Launched Italian & Spanish Localization 2025 25th Anniversary
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6 Updated August 5, 20266 Updated August 5, 2026 Asset-Light, Two-Sided Marketplace With Powerful Network Effects Unique, high-quality supply Superior UX underpinned by trusted brand End-to-end technology platform, data, and analytics to support and grow business SellersBuyers More highly-engaged buyers More supply: Vintage & Antique Furniture, New & Custom Furniture, Jewelry & Watches, Art, Fashion Unrivaled access to global luxury buyer base Asset-light business model
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7 Updated August 5, 2026 5,700(2) 1stDibs By The Numbers REGISTERED USERS 7.8m(1) MOV / AOV $1,500/$2,850(2) ACTIVE BUYERS 57,700 SELLER STOCK VALUE $10bn+(1) Note: TTM through Q2 2026, unless otherwise noted. (1) As of December 31, 2025. (2) As of June 30, 2026. (3) Q1 2016 through Q2 2026. MOV denotes on-platform median order value. AOV denotes on-platform average (mean) order value. GMV $365m OWNED INVENTORY $0 REVENUE $91m GROSS MARGIN 74% COUNTRIES WHERE SELLERS ARE BASED 70+(1) UNIQUE SELLERS CUMULATIVE ORDERS 1.2m+(3) CUMULATIVE GMV $3.3bn(3)
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8 Updated August 5, 20268 Updated August 5, 2026 Vertical Expansion Supplements Vintage & Antique Furniture Core OTHER VERTICALS COMPRISE A LARGER PERCENTAGE OF OUR GMV Other Verticals GMV in 2018 GMV in 2025 Vintage & Antique GMV at Inception Note: Other Verticals includes Jewelry, New & Custom Furniture, Art, and Fashion.
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9 Updated August 5, 20269 Updated August 5, 2026 World-Class Supply Norman Rockwell Cover Painting for The Saturday Evening Post Magazine $1,290,000 Baccarat Crystal Sun Clock, 1948 $99,000 Eero Aarnio Swivel Ball Chair, New $20,996 Yves Klein Monogold Table, New $26,100 Ancient Egyptian Limestone Relief $35,000 Manolo Blahnik Heels, 2000s $994 POPUS EDITIONS Bridget Armchair, New $2,319 Ancient Greek Signet Ring $28,500 Pablo Picasso, Mat Wood-Owl, 1958 $38,250 Cartier Clock, 1980s $1,650 Dior Sunglasses, 2000 $699 Paavo Tynell Table Lamp, New $989 Turquoise Necklace, 2002 $12,000 Note: Select Q2 2026 sales.
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10 Updated August 5, 2026 2026 Product Roadmap: Continued Progress DISCOVERY Remove the barriers to discovery so any buyer can find the perfect item on 1stDibs. ● Launched Image Search on mobile web and desktop; progressing toward Semantic and Natural Language Search ● Launched ML-powered personalized recommendations — highest-ever click-through rate on a homepage recommendation module ● Tastemakers pilot completed; Instagram following topped 1m; plan to scale program in H2 2026 PRICING Ensure pricing is transparent, competitive, and consistent from discovery through checkout. ● Doubled Price Parity coverage in Q2; items corrected for Price Parity are showing an increase in sell-through rates ● Planned Q3: Broadening Pricing pillar into Trust — giving buyers confidence not just in the value of an item, but in the platform itself SHIPPING Make shipping competitive, transparent, and seamless so it never stands between a buyer and a purchase. ● Optimized parcel rates, lowering US and cross-border shipping costs ● Launched ML-powered freight quoting; freight prequote coverage expanded from ~50% to ~75% of listings; overall prequote coverage now ~90% ● Beyond 2026: All-In Pricing SERVICE Deliver an experience that deepens buyer and seller trust with every interaction. ● Launched AI-powered customer service chatbot pilot for buyers and sellers ● Improved seller listing creation in seller app — reduced friction for bringing inventory to market
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11 Updated August 5, 202611 Updated August 5, 2026 Technology-Driven Platform Uniquely Positioned To Capture Share As The Luxury Goods Market Shifts Online Large Market Opportunity Global luxury goods market is large, expanding, and currently has a relatively low online penetration due to the physical nature of high AOV purchases Unique, Trusted Online Luxury Brand Name Multi-vertical marketplace for luxury goods trusted by both buyers and sellers Durable, Two-Sided Network Effects Unique supply and professional sellers attract buyers; high quality, loyal buyers attract sellers Highly-Scalable Tech Platform & Business Model Asset-light model with no owned or managed inventory; structured to generate significant operating leverage as revenue grows AI-Powered Growth & Efficiency Deploying AI across search, personalization, listing tools, and client service to drive conversion, improve seller productivity, and expand margins
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12 Updated August 5, 2026 Financials
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13 Updated August 5, 202613 Updated August 5, 2026 Q2 2026 Revenue: $23.3m Q2 2026 Financial Performance Q2 2026 GMV: $96.0m Q2 2026 Adj. EBITDA: $1.3m Adjusted EBITDA is a non-GAAP financial measure. See the appendix for a reconciliation to the most directly comparable GAAP measure.
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14 Updated August 5, 202614 Updated August 5, 2026 A Structural Transformation in Cost Structure & Unit Economics Four years of deliberate cost discipline have fundamentally reset the financial profile of 1stDibs ~1,900 bps Adj. EBITDA margin improvement 2022 to 2025 ~$18m Reduction in annual operating expenses 2022 vs. 2025 (~18% decrease) 30%+ Headcount reduction from 2022 peak Adjusted EBITDA is a non-GAAP financial measure. See the appendix for a reconciliation to the most directly comparable GAAP measure.
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15 Updated August 5, 2026 2026 Financial Framework: Upgraded 2026 GMV Outlook Q2 outperformance drives a stronger full-year GMV outlook Prior Framework (Q1 2026) Updated Framework (Q2 2026) RAISED GMV Return to positive Y/Y growth by Q4 2026 Positive Y/Y GMV growth for full-year 2026, including Q4 Revenue Third consecutive year of revenue growth ✓ Third consecutive year of revenue growth Adjusted EBITDA Positive full-year Adjusted EBITDA ✓ Positive full-year Adjusted EBITDA →
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16 Updated August 5, 202616 Updated August 5, 2026 Historical Metrics & Financials
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17 Updated August 5, 202617 Updated August 5, 2026 Historical Metrics & Financials
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18 Updated August 5, 2026 Reconciliation of Quarterly Net Loss to Adj. EBITDA
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19 Updated August 5, 2026 Reconciliation of Annual Net Loss to Adj. EBITDA